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Relyea Zuckerberg Hanson’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Relyea Zuckerberg Hanson’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Buy
46,253
+9,305
+25% +$2.16M 0.94% 26
2026
Q1 		$8.03M Buy
36,948
+181
+0.5% +$40.5K 0.81% 28
2025
Q4 		$7.79M Sell
36,767
-1,966
-5% -$412K 0.79% 30
2025
Q3 		$8.08M Buy
38,733
+334
+0.9% +$68.3K 0.85% 25
2025
Q2 		$7.49M Sell
38,399
-841
-2% -$156K 0.88% 24
2025
Q1 		$7.31M Sell
39,240
-1,118
-3% -$221K 0.98% 20
2024
Q4 		$8M Sell
40,358
-3,357
-8% -$689K 1.08% 19
2024
Q3 		$8.78M Sell
43,715
-4,276
-9% -$822K 1.34% 15
2024
Q2 		$8.76M Sell
47,991
-2,769
-5% -$512K 1.47% 12
2024
Q1 		$9.74M Sell
50,760
-3,008
-6% -$543K 1.71% 11
2023
Q4 		$9.68M Buy
53,768
+1,460
+3% +$238K 1.89% 10
2023
Q3 		$8.34M Sell
52,308
-4,599
-8% -$769K 1.9% 10
2023
Q2 		$9.41M Buy
56,907
+4,212
+8% +$663K 2.11% 8
2023
Q1 		$8.37M Buy
52,695
+1,548
+3% +$256K 2.04% 9
2022
Q4 		$8.12M Buy
51,147
+17,225
+51% +$2.74M 2.32% 8
2022
Q3 		$4.86M Buy
33,922
+2,431
+8% +$386K 1.76% 15
2022
Q2 		$4.72M Sell
31,491
-23,049
-42% -$3.78M 1.76% 14
2022
Q1 		$9.5M Buy
54,540
+9,403
+21% +$1.63M 3.11% 5
2021
Q4 		$7.6M Sell
45,137
-2,972
-6% -$529K 2.76% 6
2021
Q3 		$8.14M Buy
48,109
+11,581
+32% +$1.98M 3.16% 5
2021
Q2 		$6.34M Buy
36,528
+2,379
+7% +$412K 2.61% 6
2021
Q1 		$5.92M Buy
34,149
+11,545
+51% +$1.82M 2.61% 7
2020
Q4 		$3.21M Buy
22,604
+3,807
+20% +$491K 1.72% 15
2020
Q3 		$2.25M Buy
18,797
+1,975
+12% +$221K 1.45% 16
2020
Q2 		$1.8M Buy
16,822
+2,110
+14% +$212K 1.43% 18
2020
Q1 		$1.31M Sell
14,712
-7,571
-34% -$918K 1.43% 18
2019
Q4 		$3.05M Buy
+22,283
New +$2.95M 2.93% 11

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Relyea Zuckerberg Hanson's VBR Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 25% in Q2 2026, buying an estimated $2.16M and bringing the position to 46,253 shares worth $11.2M. The position accounts for 0.94% of the portfolio, ranked #26.

Relyea Zuckerberg Hanson first reported a position in VBR in Q4 2019 and has held it in 27 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Relyea Zuckerberg Hanson held 46,253 shares of Vanguard Morningstar Small-Cap Value ETF worth $11.2M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 9,305 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.16M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.94% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #26 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.